KAH

Kathryn A. Hall Portfolio holdings

AUM $180M
1-Year Est. Return 9.81%
This Quarter Est. Return
1 Year Est. Return
+9.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$33.8M
2 +$17.2M
3 +$8.63M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.48M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.8M

Top Sells

1 +$2.97M
2 +$373K
3 +$337K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$255K

Sector Composition

1 Consumer Discretionary 21.41%
2 Communication Services 13.7%
3 Technology 4.72%
4 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$565K 0.17%
9,990
52
$466K 0.14%
1
53
$451K 0.13%
4,504
54
$389K 0.11%
7,881
55
$385K 0.11%
7,700
56
$331K 0.1%
+4,613
57
$296K 0.09%
645
58
$216K 0.06%
1,743
59
-9,130